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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

NICOLAS PAUL TABELLION

Advisor at THE WEALTH CONSULTING GROUP

SAN JOSE, CA | LAS VEGAS, NV

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Search this name across graphsid dfx:ria:67a85298-bdf7-2f30-6137-2bb49e7f571d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 15, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE WEALTH CONSULTING GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 17, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Exams: S66
First exam: Dec 17, 2003
First registration: Jan 15, 2004
Dual registered: yes, broker-dealer
Other names: NICOLAS TABELLION
IAPD individual key: 4718102

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE WEALTH CONSULTING GROUP	Independent wealth	Aug 1, 2025	n/a	yes	SAN JOSE, CA\|LAS VEGAS, NV	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 17, 2013	n/a	yes	SAN JOSE, CA	Current employment
MARINER ADVISOR NETWORK	Bd affiliated wealth	Jul 7, 2016	Aug 19, 2025	no	San Jose, CA\|San Jose, CA\|San Jose, CA	Previous registration
STRATEGIC WEALTH ADVISORS GROUP	Former SEC adviser	Nov 24, 2015	Jul 7, 2016	no	San Jose, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 24, 2009	Jul 18, 2013	no	SAN JOSE, CA\|SAN JOSE, CA\|MORGAN HILL, CA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 29, 2006	Aug 21, 2009	no	SAN JOSE, CA\|SAN JOSE, CA\|SAN JOSE, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 15, 2004	Oct 2, 2006	no	SAN JOSE, CA\|SAN JOSE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MARINER ADVISOR NETWORK	THE WEALTH CONSULTING GROUP	Aug 19, 2025	Aug 1, 2025	-18	Firm change	Ibd to RIA
STRATEGIC WEALTH ADVISORS GROUP	MARINER ADVISOR NETWORK	Jul 7, 2016	Jul 7, 2016	0	Bulk transfer	Other
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jul 18, 2013	Jul 17, 2013	-1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Aug 21, 2009	Aug 24, 2009	3	Firm change	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Oct 2, 2006	Sep 29, 2006	-3	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283824:173194:CA:2025-08-19	Aug 19, 2025	Aug 1, 2025	SAN JOSE, CA	Firm change

Relationships

Registered with (7)

→ THE WEALTH CONSULTING GROUPRegistered adviserregistration: current employment
Aug 1, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jul 17, 2013 to presentfactForm ADV
→ MARINER ADVISOR NETWORKRegistered adviserregistration: previous registration
Jul 7, 2016 to Aug 19, 2025factForm ADV
→ STRATEGIC WEALTH ADVISORS GROUPRegistered adviserregistration: previous registration
Nov 24, 2015 to Jul 7, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 24, 2009 to Jul 18, 2013factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 29, 2006 to Aug 21, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 15, 2004 to Oct 2, 2006factForm ADV

Dated events

Occurred
Aug 19, 2025
Advisor changed firm
Nicolas Paul Tabellion left Mariner Advisor Network for The Wealth Consulting Group (registered 2025-08-01)
Form ADVobserved 4 days ago